Atria Wealth Solutions’s First Trust Intermediate Duration Preferred & Income Fund FPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,476
| Closed | -$189K | – | 1924 |
|
|
2024
Q4 | $189K | Sell |
10,476
-17,935
| -63% | -$323K | ﹤0.01% | 1819 |
|
|
2024
Q3 | $555K | Sell |
28,411
-1,924
| -6% | -$37.6K | 0.01% | 1190 |
|
|
2024
Q2 | $557K | Sell |
30,335
-1,255
| -4% | -$23.1K | 0.01% | 1179 |
|
|
2024
Q1 | $566K | Sell |
31,590
-4,614
| -13% | -$82.7K | 0.01% | 1202 |
|
|
2023
Q4 | $593K | Buy |
36,204
+1,181
| +3% | +$19.3K | 0.01% | 1115 |
|
|
2023
Q3 | $522K | Sell |
35,023
-486
| -1% | -$7.24K | 0.01% | 1105 |
|
|
2023
Q2 | $551K | Sell |
35,509
-482
| -1% | -$7.48K | 0.01% | 1102 |
|
|
2023
Q1 | $568K | Buy |
35,991
+3,306
| +10% | +$52.2K | 0.01% | 1053 |
|
|
2022
Q4 | $553K | Sell |
32,685
-2,645
| -7% | -$44.7K | 0.01% | 1023 |
|
|
2022
Q3 | $586K | Buy |
35,330
+16,802
| +91% | +$279K | 0.01% | 935 |
|
|
2022
Q2 | $346K | Sell |
18,528
-9,803
| -35% | -$183K | 0.01% | 1116 |
|
|
2022
Q1 | $623K | Buy |
+28,331
| New | +$623K | 0.01% | 942 |
|